Asset Dedication LLC’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-118
| Closed | -$2.75K | – | 1133 |
|
|
2024
Q3 | $2.75K | Hold |
118
| – | – | ﹤0.01% | 989 |
|
|
2024
Q2 | $2.75K | Hold |
118
| – | – | ﹤0.01% | 1027 |
|
|
2024
Q1 | $3K | Hold |
118
| – | – | ﹤0.01% | 860 |
|
|
2023
Q4 | $3K | Hold |
118
| – | – | ﹤0.01% | 867 |
|
|
2023
Q3 | $3K | Hold |
118
| – | – | ﹤0.01% | 857 |
|
|
2023
Q2 | $3K | Hold |
118
| – | – | ﹤0.01% | 833 |
|
|
2023
Q1 | $3K | Hold |
118
| – | – | ﹤0.01% | 811 |
|
|
2022
Q4 | $3K | Buy |
+118
| New | +$3K | ﹤0.01% | 826 |
|